Spreadym

JULY 21, 2023

Digital transformation in finance refers to the process of integrating digital technologies and innovations into all aspects of financial services and operations within a financial institution or organization. What is a Goal of Digital Transformation in Finance?

Finance 52

Finance Prioritization Compliance Leverage 52

E78 Partners

APRIL 9, 2024

In an era characterized by rapid digital transformation, businesses across the spectrum are leveraging technology to fuel progress, growth, and competitive advantage. In particular, private equity investors have actively harnessed technology to streamline portfolio company performance.

Investments 59

Investments Compliance Securities Benchmarking 59

PYMNTS

OCTOBER 28, 2020

In the November edition of The FI’s Guide To Modernizing Digital Payments , PYMNTS explores the latest in the world of payments modernization, including new investments in payments automation, FIs’ perennial competitive struggles with FinTechs and how cloud technology can level the payments playing field. billion by 2025, up from $74.4

B2B 87

B2B Prioritization Compliance Budgeting 87

CFO Leadership

OCTOBER 10, 2023

While finance organizations are increasingly turning to AI to enhance their operations and streamline processes, leveraging AI capabilities to improve decision-making is in the early stages. Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Bramasol

JULY 22, 2023

IFRS S1 requires companies to communicate the sustainability risks and opportunities they face over the short, medium, and long term. By prioritizing ESG and adopting proactive strategies, large enterprises can enhance their reputation, resilience, and value in an increasingly ESG-focused business landscape.

IFRS 87

IFRS Accounting SAP Compliance 87

Fpanda Club

FEBRUARY 15, 2021

Moreover, dealing with data and technologies within finance function gives them an opportunity to become digital leaders and contribute to spreading digitalization enterprise-wide facilitating communication between IT and business.

Finance 130

Finance CFO Prioritization Budgeting 130

The Finance Weekly

FEBRUARY 8, 2023

Furnari previously served as Vice President of Finance at Dynatrace, a global technology company. He has also held financial leadership roles at Nuance Communications, Wyless, and Mimecast. As a CFO, success requires a broad understanding of business operations, technology trends, and regulatory requirements.

CFO 52

CFO Prioritization Finance Communication 52

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It facilitates better communication and alignment of objectives across the organization.

Planning 52

Planning Prioritization Concentration Compliance 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments. Carve-outs and technology integration also pose challenges for private equity firms.

Investments 52

Investments Leverage Technology Compliance 52

E78 Partners

SEPTEMBER 14, 2023

Resource Allocation & Prioritization : Evaluate if resources are optimized and aligned with strategic imperatives. Additionally, it optimizes resource allocation, fosters integrated insights, and harnesses modern technology for a competitive edge.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Financial Modeling Benchmarking 52

The Finance Weekly

MAY 5, 2024

Crafting and implementing the best possible sales technology stack to support sales operations, including automation tools, CRM systems, and communication platforms. Execution - Evaluate the necessary resources, and identify potential risks and dependencies among various factors such as budget, technology, data, and anticipated shifts.

Planning 52

Planning Sales Forecasting Strategic Planning 52

PYMNTS

JANUARY 14, 2020

Retail is about more than the products being sold or the technology being used. After all, successful omnichannel retail these days means the expert use and deployment of digital and mobile technology by retail workers. Their associates were disconnected from the growth of digital communications.”. 14) in New York City.

Retail 52

Retail Prioritization Communication Technology 52

The Finance Weekly

APRIL 27, 2022

Set Firm Organizational Standards: As a leader, you have the power to define the company’s operational approach, values, and standards of conduct, expressing the expectations in value statements, company policies, ethical codes, and communications. Document Your Policies: Policies all require clarity, communication, and consistency.

Leadership 52

Leadership Financial Planning and Analysis (FP&A) CFO Communication 52

Fpanda Club

FEBRUARY 1, 2021

Communication skills. Interaction and collaboration with each of them require juggling different behaviours and communication styles. Prioritization and time management can be the key in arranging your everyday activities and planning the day beforehand, while using your paid time offs will be a good opportunity to reboot.

Finance 130

Finance CFO Communication Prioritization 130

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. FP&A reports and presentations communicate the organization's financial performance, growth strategies, and value creation initiatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

PYMNTS

OCTOBER 29, 2018

What emerged is a picture of CFOs prioritizing collaboration as part of their broader digitization efforts, with the rising need to look beyond financial data to reshape corporate finance. Chief financial officers must understand and value the potential that IT teams bring, in the form of enhanced data analytics and technology adoption.

CFO 58

CFO Corporate Finance Finance Risk Management 58

Planful

OCTOBER 19, 2021

From there, you can decide how to leverage your financial acumen and recommend the best way forward. According to Bryson Koehler , chief technology officer of Equifax, “The cloud is the safest bet for the financial services industry.” Cloud-based technology is especially critical in finance, where confidentiality is so important.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) CFO Auditing Communication 40

E78 Partners

APRIL 13, 2023

Private equity firms try to increase its value through various strategies such as implementing an inorganic growth plan, improving processes and systems that will enable scaling and operating leverage, and improve operational efficiency and productivity.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Leadership Forecasting CFO 52

CFO News Room

NOVEMBER 14, 2022

advisors in their 20s and early 30s) grew up in a culture and era characterized by technology and social media. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g., Ability to powerfully leverage partners, including custodians and tech partners, to serve clients.

Practice Management 130

Practice Management Planning Leadership Communication 130

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

The Charity CFO

AUGUST 15, 2023

Outdated workplace: Technology isn’t the wave of the future, it’s an essential element in today’s workplace. Accountants deserve positions that leverage technology to improve the department and the organization and when they don’t get that, it creates a challenge. To foster these two concepts, there has to be a positive culture.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Boston Startup CFO

MAY 9, 2016

Instead, we expect to see the industry evolve significantly as it increasingly marries powerful technology with the human element to create a hybrid — a cyborg if you will. This new breed of professional will be powered by big data and enhanced productivity tools. The answer is by inventing new, better touch points.

Accounting 52

Accounting Prioritization Advertising Compliance 52

CFO Leadership

APRIL 10, 2023

As a customer-obsessed organization , Navan wants to ensure travelers using our technology are cared for at every step of the journey. Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Leverage technology. Organizations need to do better.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

PYMNTS

JULY 11, 2016

Participants could use Visa’s APIs to create a payment solution, leverage social media channels to engage people at Visa-sponsored events or persuade Visa cardholders to go cardless. “It’s the people there right now, sharing their experiences on social media – they are the people that a brand should prioritize,” he added.

Startups 45

Startups Prioritization Advertising Retail 45

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. While all financial planning firms use technology in one way or another, the breadth and depth of their tech stacks can vary significantly.

Planning 130

Planning Auditing Investments Securities 130

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. In 2023, technology will make inroads in the VIP corporate travel space, optimizing the end-to-end booking experience. Whitnee Hawthorne, Chief Customer Officer.

Mergers and Acquisitions (M&A) 97

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 97

CFO Leadership

DECEMBER 15, 2022

From a rise in M&A activity to prioritizing sustainability initiatives, here’s what’s top of mind for TripActions executives as we head into 2023. In 2023, technology will make inroads in the VIP corporate travel space, optimizing the end-to-end booking experience. Whitnee Hawthorne, Chief Customer Officer.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Budgeting Leadership Analyzing Data 52

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., The best technology I had at that point was my mobile printing machine. I would take an application with me.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33].

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we have the 0% cap.

Restructuring 130

Restructuring Planning Accounting Marketing 130

The Finance Weekly

JULY 31, 2023

They highlighted how AI technology is transforming the way finance and accounting teams work with data and make decisions. By leveraging AI algorithms and automation, finance professionals can effectively manage complex financial models and optimize investment strategies.

Corporate Finance 52

Corporate Finance Finance Leverage Accounts Payable 52

Bramasol

DECEMBER 14, 2023

In addition, a s detailed in this previous blog post, SAP's RISE and GROW initiatives are key enabling technologies for helping companies migrate to S/4HANA in the cloud. Joule draws on SAP’s unique position at the nexus of business and technology and builds on our relevant, reliable, responsible approach to Business AI.

Technology 88

Technology SAP IFRS Compliance 88

CFO News Room

NOVEMBER 5, 2022

Nevertheless, the shift could lead some advisors currently using TD to consider changing custodial platforms as they look for the right ‘fit’, both technologically and culturally, to meet their firm’s needs in the future if they don’t want to continue to be a small fish in Schwab’s very large pond! Mark Schoeff | InvestmentNews).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’ve gotta go hire people in the technology space. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing.

Marketing 108

Marketing Treasury Banking Profit and Loss 108